This letter confirms the appointment of the Advisor to provide strategic, financial, and structural advisory services in relation to the management and protection of significant private assets.
The Advisor acknowledges that the mandate involves complex, high-value decisions with long-term financial, legal, and reputational implications.
All services shall be performed with due skill, care, independence, and professional judgment, taking into account not only technical correctness but also governance, proportionality, and ethical alignment.
All material financial operations, structuring proposals, and strategic recommendations submitted under this mandate shall be subject to the ethical governance standards defined by the Principal.
As a condition precedent to execution, any such operation must be accompanied by a duly completed Ethical Compliance Memorandum (ECM), documenting in a substantive manner how the applicable ethical principles have been assessed and applied.
The ECM constitutes an integral component of the decision-making process and may be reviewed by a professional independently selected for this purpose. The absence of an ECM, or the submission of an insufficient, superficial, or arbitrarily drafted memorandum, may result in the immediate suspension or invalidation of the proposed operation.
Failure to comply with this requirement may be interpreted as evidence of misalignment with the governance standards applicable to this mandate and may trigger reconsideration of the advisory engagement itself.
This mandate reflects a governance-driven approach to patrimonial management, where ethical clarity, structural robustness, and disciplined execution are considered inseparable components of long-term value preservation.
Accepted and agreed:
Principal:
Name:
Date:
Advisor:
Name:
Date: